Remote IFA Client Service Associate – Onboarding & Admin

Premier Jobs UK; West of England; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Salary 28k–32k

Fully remote

37.5 hours per week

28 days holiday

Private medical insurance

Job summary

Premier Jobs UK is seeking a Client Service Associate to work fully remotely across their central region. You will handle onboarding, review meetings and new business processing, following structured task lists and ensuring accuracy.

You will liaise with Financial Advisers and Paraplanners to supply what they need to move cases through from onboarding to completion. The role fits a methodical, task-based environment with a national remote setup and provides a salary range of 28,000–32,000, 37.5

Qualifications

• Experience in an IFA administration role with strong client onboarding knowledge.
• Familiarity with Letters of Authority and the advice process.
• Comfortable working in a centralized team across multiple planners.
• Experience using IO, Curo, Cashcalc or Dynamic Planner (desirable).
• Based in Scotland, though candidates elsewhere will be considered for this fully remote role.

Responsibilities

• Process existing client onboarding across the central region.
• Complete all review meeting documentation and follow-up.
• Handle new business cases and ongoing client work.
• Prepare Letters of Authority and ensure data accuracy.
• Work through structured task lists as cases come in.
• Liaise with Financial Advisers and Paraplanners to ensure they have what they need.

Skills

IFA admin experience

Client onboarding knowledge

Letters of Authority familiarity

Advice process familiarity

Centralized team collaboration

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

Premier Jobs UK is seeking a Client Service Associate to work fully remotely across their central region. You will handle onboarding, review meetings and new business processing, following structured task lists and ensuring accuracy.

You will liaise with Financial Advisers and Paraplanners to supply what they need to move cases through from onboarding to completion. The role fits a methodical, task-based environment with a national remote setup and provides a salary range of 28,000–32,000, 37.5